Apple Equity
(AAPL)
|
7.0 |
$14M |
|
79k |
174.61 |
Microsoft Corp Equity
(MSFT)
|
5.0 |
$9.9M |
|
32k |
308.32 |
iShares Russell 2500 ETF Equity
(SMMD)
|
3.2 |
$6.3M |
|
101k |
62.38 |
Invesco S&P 500 Equal Weight ETF Equity
(RSP)
|
2.8 |
$5.6M |
|
35k |
157.70 |
iShares Core MSCI Emerging Markets ETF Equity
(IEMG)
|
2.8 |
$5.4M |
|
98k |
55.55 |
Amazon Equity
(AMZN)
|
2.7 |
$5.3M |
|
1.6k |
3259.78 |
iShares Core MSCI EAFE Equity
(IEFA)
|
2.3 |
$4.6M |
|
66k |
69.51 |
ClearShares Ultra-Short Maturity ETF Equity
(OPER)
|
2.0 |
$3.9M |
|
39k |
100.11 |
PGIM Ultra Short Bond ETF Equity
(PULS)
|
2.0 |
$3.9M |
|
79k |
49.21 |
Alphabet Equity
(GOOGL)
|
1.8 |
$3.5M |
|
1.3k |
2781.40 |
Johnson & Johnson Equity
(JNJ)
|
1.7 |
$3.4M |
|
19k |
177.21 |
Berkshire Hathaway Equity
(BRK.B)
|
1.6 |
$3.2M |
|
9.0k |
352.88 |
Jpmorgan Chase & Co Equity
(JPM)
|
1.5 |
$3.0M |
|
22k |
136.32 |
SPDR S&P Regional Banking ETF Equity
(KRE)
|
1.5 |
$2.9M |
|
42k |
68.90 |
Bank Of America Corp Equity
(BAC)
|
1.4 |
$2.7M |
|
65k |
41.22 |
Ishares Core US Equity
(AGG)
|
1.4 |
$2.7M |
|
25k |
107.09 |
Unitedhealth Grp Equity
(UNH)
|
1.4 |
$2.7M |
|
5.2k |
509.87 |
Ishares 1-3 Year Treasry Equity
(SHY)
|
1.3 |
$2.6M |
|
31k |
83.34 |
Wal-Mart Stores Equity
(WMT)
|
1.3 |
$2.6M |
|
17k |
148.92 |
Chevron Corporation Equity
(CVX)
|
1.3 |
$2.5M |
|
16k |
162.86 |
Mastercard Equity
(MA)
|
1.3 |
$2.5M |
|
7.1k |
357.40 |
Verizon Communicatn Equity
(VZ)
|
1.3 |
$2.5M |
|
49k |
50.95 |
Raytheon Technologies Ord Equity
(RTX)
|
1.2 |
$2.4M |
|
24k |
99.05 |
Goldman Sachs Group Equity
(GS)
|
1.2 |
$2.4M |
|
7.2k |
330.08 |
iShares Bloomberg Roll Sel Brd Cmdty ETF Equity
(CMDY)
|
1.2 |
$2.3M |
|
37k |
61.34 |
American Express Equity
(AXP)
|
1.1 |
$2.1M |
|
12k |
186.98 |
Danaher Corp Equity
(DHR)
|
1.0 |
$2.0M |
|
6.9k |
293.29 |
Procter & Gamble Equity
(PG)
|
1.0 |
$2.0M |
|
13k |
152.81 |
iShares Expanded Tech-Software Sect ETF Equity
(IGV)
|
1.0 |
$2.0M |
|
5.8k |
344.91 |
Lockheed Martin Corp Equity
(LMT)
|
1.0 |
$1.9M |
|
4.3k |
441.38 |
Amer Electric Pwr Equity
(AEP)
|
0.9 |
$1.8M |
|
18k |
99.78 |
Facebook Equity
(META)
|
0.9 |
$1.8M |
|
8.1k |
222.41 |
Tesla Equity
(TSLA)
|
0.9 |
$1.8M |
|
1.7k |
1077.61 |
Dow Equity
(DOW)
|
0.9 |
$1.8M |
|
28k |
63.71 |
Accenture Equity
(ACN)
|
0.9 |
$1.8M |
|
5.3k |
337.24 |
Merck & Co Equity
(MRK)
|
0.9 |
$1.8M |
|
21k |
82.04 |
Conocophillips Equity
(COP)
|
0.9 |
$1.7M |
|
17k |
100.02 |
Oracle Corporation Equity
(ORCL)
|
0.9 |
$1.7M |
|
21k |
82.74 |
NVIDIA Corp Equity
(NVDA)
|
0.8 |
$1.6M |
|
6.0k |
272.92 |
Waste Management Equity
(WM)
|
0.8 |
$1.6M |
|
10k |
158.49 |
Public Storage Equity
(PSA)
|
0.8 |
$1.6M |
|
4.0k |
390.18 |
United Parcel Srvc Equity
(UPS)
|
0.8 |
$1.6M |
|
7.2k |
214.41 |
Amgen Incorporated Equity
(AMGN)
|
0.8 |
$1.5M |
|
6.3k |
241.81 |
Ibm Corp Equity
(IBM)
|
0.8 |
$1.5M |
|
12k |
130.04 |
Walt Disney Equity
(DIS)
|
0.8 |
$1.5M |
|
11k |
137.18 |
Thermo Fisher Scntfc Equity
(TMO)
|
0.8 |
$1.5M |
|
2.5k |
590.65 |
Cvs Health Corp Equity
(CVS)
|
0.7 |
$1.5M |
|
14k |
101.19 |
Texas Instruments Equity
(TXN)
|
0.7 |
$1.4M |
|
7.8k |
183.44 |
Qualcomm Equity
(QCOM)
|
0.7 |
$1.4M |
|
9.0k |
152.85 |
Alphabet Equity
(GOOG)
|
0.7 |
$1.4M |
|
487.00 |
2792.61 |
Ishares Russell 2000 Equity
(IWO)
|
0.7 |
$1.3M |
|
5.1k |
255.84 |
Coca Cola Company Equity
(KO)
|
0.6 |
$1.3M |
|
21k |
62.00 |
A T & T Equity
(T)
|
0.6 |
$1.3M |
|
54k |
23.63 |
Medtronic Equity
(MDT)
|
0.6 |
$1.2M |
|
11k |
110.99 |
Home Depot Equity
(HD)
|
0.6 |
$1.2M |
|
4.1k |
299.29 |
Abbvie Equity
(ABBV)
|
0.6 |
$1.2M |
|
7.4k |
162.10 |
Exxon Mobil Corp Equity
(XOM)
|
0.6 |
$1.1M |
|
14k |
82.60 |
Airbnb Equity
(ABNB)
|
0.6 |
$1.1M |
|
6.4k |
171.80 |
Auto Data Processing Equity
(ADP)
|
0.5 |
$1.1M |
|
4.6k |
227.46 |
Honeywell Intl Equity
(HON)
|
0.5 |
$1.1M |
|
5.4k |
194.63 |
Te Connectivity Equity
(TEL)
|
0.5 |
$1.0M |
|
8.0k |
130.98 |
Mc Donalds Corp Equity
(MCD)
|
0.5 |
$989k |
|
4.0k |
247.31 |
Broadcom Equity
(AVGO)
|
0.5 |
$960k |
|
1.5k |
629.51 |
Cincinnati Financial Corp Equity
(CINF)
|
0.5 |
$942k |
|
6.9k |
136.03 |
Norfolk Southern Corp Equity
(NSC)
|
0.5 |
$923k |
|
3.2k |
285.32 |
Proshares Short S&P 500 Equity
(SH)
|
0.5 |
$899k |
|
64k |
14.08 |
Nike Equity
(NKE)
|
0.5 |
$896k |
|
6.7k |
134.62 |
Spdr S&P 500 Etf Equity
(SPY)
|
0.5 |
$886k |
|
2.0k |
451.58 |
Hormel Foods Corp Equity
(HRL)
|
0.4 |
$872k |
|
17k |
51.53 |
Lam Research Corp Equity
(LRCX)
|
0.4 |
$833k |
|
1.6k |
537.42 |
Union Pacific Corp Equity
(UNP)
|
0.4 |
$822k |
|
3.0k |
273.27 |
K L A Tencor Corp Equity
(KLAC)
|
0.4 |
$822k |
|
2.2k |
366.15 |
Visa Equity
(V)
|
0.4 |
$807k |
|
3.6k |
221.83 |
First Trust Skbr Cr Ind Dg Ec Etf Equity
(CRPT)
|
0.4 |
$748k |
|
52k |
14.40 |
W.P. Carey Equity
(WPC)
|
0.4 |
$719k |
|
8.9k |
80.79 |
Bristol-Myers Squibb Equity
(BMY)
|
0.4 |
$717k |
|
9.8k |
73.00 |
AES Corp Equity
(AES)
|
0.4 |
$695k |
|
27k |
25.74 |
Paccar Equity
(PCAR)
|
0.3 |
$676k |
|
7.7k |
88.02 |
Coinbase Global Cl A Ord Equity
(COIN)
|
0.3 |
$665k |
|
3.5k |
189.89 |
S&Pglobal Equity
(SPGI)
|
0.3 |
$655k |
|
1.6k |
409.89 |
Pfizer Incorporated Equity
(PFE)
|
0.3 |
$655k |
|
13k |
51.74 |
SPDR Nuveen Blmbg Barclays Muni Bd ETF Equity
(TFI)
|
0.3 |
$641k |
|
13k |
47.87 |
iShares iBonds Dec 2023 Term Corp ETF Equity
|
0.3 |
$622k |
|
25k |
25.29 |
iShares iBonds Dec 2024 Term Corp ETF Equity
(IBDP)
|
0.3 |
$610k |
|
24k |
25.10 |
Ford Motor Company Equity
(F)
|
0.3 |
$602k |
|
36k |
16.90 |
iShares iBonds Dec 2025 Term Corp ETF Equity
(IBDQ)
|
0.3 |
$601k |
|
24k |
25.26 |
iShares iBonds Dec 2026 Term Corp ETF Equity
(IBDR)
|
0.3 |
$597k |
|
24k |
24.64 |
iShares iBonds Dec 2027 Term Corp ETF Equity
(IBDS)
|
0.3 |
$593k |
|
24k |
24.92 |
Ingredion Equity
(INGR)
|
0.3 |
$592k |
|
6.8k |
87.14 |
Ishares Ibonds Dec 2029 Term Etf Equity
(IBDU)
|
0.3 |
$592k |
|
24k |
24.52 |
iShares iBonds Dec 2028 Term Corp ETF Equity
(IBDT)
|
0.3 |
$591k |
|
22k |
26.36 |
Ishares Ibnd Dec 2030 Trm Corp Etf Equity
(IBDV)
|
0.3 |
$588k |
|
25k |
23.17 |
Taiwan Semiconductor Manufacturing Equity
(TSM)
|
0.3 |
$577k |
|
5.5k |
104.23 |
Keysight Technologies Equity
(KEYS)
|
0.3 |
$565k |
|
3.6k |
157.91 |
Becton Dickinson&Co Equity
(BDX)
|
0.3 |
$563k |
|
2.1k |
265.94 |
Morgan Stanley Equity
(MS)
|
0.3 |
$558k |
|
6.4k |
87.46 |
Ishares National Muni Equity
(MUB)
|
0.3 |
$555k |
|
5.1k |
109.64 |
Microchip Technology Equity
(MCHP)
|
0.3 |
$498k |
|
6.6k |
75.12 |
Ishares Ibond Dec 2031 Trm Crp Etf Equity
(IBDW)
|
0.2 |
$480k |
|
21k |
22.73 |
Adobe Equity
(ADBE)
|
0.2 |
$476k |
|
1.0k |
455.94 |
Abbott Laboratories Equity
(ABT)
|
0.2 |
$468k |
|
4.0k |
118.33 |
Intuit Equity
(INTU)
|
0.2 |
$464k |
|
966.00 |
480.33 |
Powershares Qqq TRUST Equity
(QQQ)
|
0.2 |
$461k |
|
1.3k |
362.42 |
Costco Wholesale Equity
(COST)
|
0.2 |
$457k |
|
793.00 |
576.29 |
Vertex Pharmaceuticals Equity
(VRTX)
|
0.2 |
$448k |
|
1.7k |
261.22 |
Constellation Brand Equity
(STZ)
|
0.2 |
$437k |
|
1.9k |
230.12 |
Lululemon Athletica Equity
(LULU)
|
0.2 |
$436k |
|
1.2k |
365.16 |
Pepsico Incorporated Equity
(PEP)
|
0.2 |
$420k |
|
2.5k |
167.53 |
Sonos Equity
(SONO)
|
0.2 |
$400k |
|
14k |
28.20 |
Charter Communicatn Equity
(CHTR)
|
0.2 |
$399k |
|
731.00 |
545.83 |
Ishares S&P 500 Growth Equity
(IVW)
|
0.2 |
$399k |
|
5.2k |
76.32 |
Quanta Services Equity
(PWR)
|
0.2 |
$391k |
|
3.0k |
131.69 |
Tapestry Equity
(TPR)
|
0.2 |
$390k |
|
11k |
37.19 |
Knight Swift Transn Hldgs Equity
(KNX)
|
0.2 |
$390k |
|
7.7k |
50.41 |
Netflix Equity
(NFLX)
|
0.2 |
$382k |
|
1.0k |
374.14 |
Zebra Technologies Corp Equity
(ZBRA)
|
0.2 |
$370k |
|
894.00 |
413.87 |
Hilton Grand Vacations Equity
(HGV)
|
0.2 |
$369k |
|
7.1k |
52.02 |
Vag Itm-Term Corporate Equity
(VCIT)
|
0.2 |
$367k |
|
4.3k |
86.09 |
Paypal Holdings Inco Equity
(PYPL)
|
0.2 |
$317k |
|
2.7k |
115.69 |
Starbucks Corp Equity
(SBUX)
|
0.2 |
$314k |
|
3.5k |
90.83 |
PPG Industries Equity
(PPG)
|
0.2 |
$303k |
|
2.3k |
130.89 |
Eaton Corp Equity
(ETN)
|
0.1 |
$285k |
|
1.9k |
151.60 |
Charles Schwab Corp Equity
(SCHW)
|
0.1 |
$282k |
|
3.3k |
84.20 |
iShares Russell 3000 Equity
(IWV)
|
0.1 |
$273k |
|
1.0k |
262.75 |
Intel Corp Equity
(INTC)
|
0.1 |
$266k |
|
5.4k |
49.47 |
Transdigm Group Equity
(TDG)
|
0.1 |
$261k |
|
400.00 |
652.50 |
Phillips 66 Equity
(PSX)
|
0.1 |
$256k |
|
3.0k |
86.37 |
Moodys Corp Equity
(MCO)
|
0.1 |
$223k |
|
661.00 |
337.37 |
Deere & Co Equity
(DE)
|
0.1 |
$215k |
|
518.00 |
415.06 |
Ishares Russell 2000 Equity
(IWM)
|
0.1 |
$215k |
|
1.0k |
205.35 |
Comcast Corporation Equity
(CMCSA)
|
0.1 |
$213k |
|
4.6k |
46.81 |
Nuveen Municipal Income Equity
(NMI)
|
0.1 |
$110k |
|
11k |
10.00 |